Kalos Management

Kalos Management (CRD# 133025) is a financial advisory firm headquartered in Alpharetta, GA. They manage $357,756,848 in 3,787 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Kalos Management
Showing 1 - 10 of 92 top financial advisors.
1
Brian A. Akers
CRD#: 2124313
126-1 Industry Lane, Forest Hill, MD 21050
96
Wealthminder
score

Brian Akers (CRD# 2124313) is an Investment Advisor Representative working at Kalos Management in Forest Hill, MD and has over 25 years of experience in the finance industry. Brian Akers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert R. Courser
CRD#: 2552567
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
96
Wealthminder
score

Robert Courser (CRD# 2552567) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 22 years of experience in the finance industry. Robert Courser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patrick B. Healey
CRD#: 2816003
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
96
Wealthminder
score

Patrick Healey (CRD# 2816003) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 8 years of experience in the finance industry. Patrick Healey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lawrence C. Lee
CRD#: 1884540
Spokane, WA
96
Wealthminder
score

Lawrence Lee (CRD# 1884540) is an Investment Advisor Representative working at Kalos Management in Spokane, WA and has over 28 years of experience in the finance industry. Lawrence Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Martin H. McFarlin
CRD#: 2838151
745 S. Church Street, Suite 125, Murfreesboro, TN 37130
96
Wealthminder
score

Martin McFarlin (CRD# 2838151) is an Investment Advisor Representative working at Kalos Management in Murfreesboro, TN and has over 19 years of experience in the finance industry. Martin McFarlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Steven A. Rose
CRD#: 1486965
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
96
Wealthminder
score

Steven Rose (CRD# 1486965) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 30 years of experience in the finance industry. Steven Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Justin D. Streeter
CRD#: 5068097
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
96
Wealthminder
score

Justin Streeter (CRD# 5068097) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 10 years of experience in the finance industry. Justin Streeter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Joseph A. Wall
CRD#: 4530021
5960 Fairview Road, Suite 400, Charlotte, NC 28210
96
Wealthminder
score

Joseph Wall (CRD# 4530021) is an Investment Advisor Representative working at Kalos Management in Charlotte, NC and has over 15 years of experience in the finance industry. Joseph Wall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Bernard E. Boucher
CRD#: 2522641
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
93
Wealthminder
score

Bernard Boucher (CRD# 2522641) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 22 years of experience in the finance industry.

10
Iain L. Brackstone
CRD#: 2214750
11525 Park Woods Circle, Suite 280, Alpharetta, GA 30005
93
Wealthminder
score

Iain Brackstone (CRD# 2214750) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 24 years of experience in the finance industry.

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